Is it Time For Your Field Service Clients to Upgrade Their Software? Four key signs job management software is needed
@simprosoftware
Mat Wray, UK Partner Manager, simPRO (UK Team) Mat is the Partner Manager for the simPRO UK team. Joining simPRO five years ago, Mat has established successful relationships with several strategic accountants, business advisors & cloud software integrators.
Are your field service business clients struggling to track and manage administrative processes? It may be time for a software upgrade! Discover the signs to look out for that can help you determine if your clients need new software...
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s an accountant working with field service businesses, keeping finances organised is no doubt at the top of your list. As you work to help your field service clients manage their finances and make datadriven business decisions, it’s important to ensure that they have the right software in place to stay organised. A single, cloud-based software solution will not only ease the process of managing a business, but it will also make your life easier as you analyse and manage their financial data. If your field service clients are using software, but do not have efficient processes in place or are often losing information, it is probably time for an upgrade. A good field service management software solution will help trade contractors easily manage jobs, projects and maintenance contracts, and will help them keep track of all administrative processes. As your clients prepare to enter 2021, do you think an upgrade should be considered? Here are four signs to help you identify whether or not your field service clients need new software. 54 / Issue 25
1) Too much time is spent generating customer invoices Once your client completes a job, are they able to quickly and easily invoice the customer? Or, are they frantically tracking down labour hours, change orders, materials purchased and other important job details? If your client is logging into multiple platforms to find this key information or if they are inaccurately entering this information, it is definitely time for a software upgrade.
system spend much less time generating customer invoices because they are not wasting time searching for information. Also, it is easy to email the invoice to a customer and track when it has been paid or when additional follow up is needed. 2) There is a lack of documentation of key actions
Can your field service clients tell exactly when a quote was sent to a customer, how much was spent on materials in the last week or how many invoices are currently With a single field service outstanding? A properly-functioning management platform, all software platform information about a job should provide is housed in one “Field service easy access to database and then businesses using all of this key can easily be e information converted into an a comprehensiv and more. invoice with items software system Documentation of broken down spend much less time actions, financial comprehensively. generating customer numbers and other There is no concern invoices…” key information is of inaccuracy in the vital to run a successful transfer of information, business. Any decent because once the labour software platform, especially one hours, materials and other details that is created with the field service are entered into the system, they industry in mind, should make do not need to be entered again elsewhere. Field service businesses it easy for users to quickly view the details they need. It should using a comprehensive software XU Magazine - the independent magazine for Xero users, by Xero users.
